About Becketts
Becketts is a Financial Services company based in Bury St Edmunds (United Kingdom) founded in 1988. Diversified investment management services are provided to various clients. Becketts offers products and services including Financial Advice, Employee Benefits, and Investment Management. Its focus areas include Asset Management and Diversified. Its legal entity is BECKETT FINANCIAL SERVICES LIMITED. Its competitors include Investec, Aviva and Schroders.
Company details
Becketts was established in 1988 as a diversified investment management firm based in Bury St Edmunds, United Kingdom. Operations focus on managing investments across multiple asset classes for institutional and private clients. Services include portfolio management, advisory, and risk assessment, with emphasis on long-term strategies. The firm operates primarily in the UK financial sector, adhering to regulatory standards.
- Headquarters Bury St Edmunds, United Kingdom
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website beckettinvest.com
- Social LinkedIn X
- Legal Name Beckett Financial Services Limited
- Date of Incorporation 10 Nov, 1987
- Jurisdiction BURY ST EDMUNDS, SUFFOLK
- Annual Revenue$12.9 M (USD)16as on Mar 31, 2023
- Net Profit$1.43 M (USD)-18as on Mar 31, 2023
- EBITDA$1.75 M (USD)-10as on Mar 31, 2023
- InvestorsForesight Group
& 1 more
Products & Services of Becketts
Becketts offers a comprehensive portfolio of products and services, including Financial Advice, Employee Benefits, and Investment Management.
Provides independent guidance on investments and financial planning for clients.
Consults on healthcare and benefits programs for organizations.
Manages discretionary portfolios to meet client investment objectives.
Funding Insights of Becketts
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Becketts with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Aug 2026 | Unspecified | – | – | ||
| Apr 2021 | Unspecified | – | Foresight Group | – |
2 investors in total: 2 institutional.
Investors in Becketts
Becketts has secured backing from 2 investors, including institutional and venture fund investors. Prominent investors backing the company include Foresight Group and WestBridge.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| westbridge.co.uk | ||||
Foresight Group is engaged in sustainable investment management. | 1984 | foresightgroup.eu |
Investor details for Becketts
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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- Co-investor network
Verified entity values are shown only after access is granted.
People of Becketts
81 people are tracked at Becketts (13 in leadership, 68 in team).
| Name | Role | Group |
|---|---|---|
Jenny Williams | Head Of Private Clients | Leadership |
Adam Woodward | Associate Director | Leadership |
Peter Gray | Associate Director | Leadership |
Gavin Wood | Head, Private Clients | Leadership |
Simon Bonnett | Associate Director & POD Leader | Leadership |
Ian White | CEO | Leadership |
Lesley Delaney | Operations Director | Leadership |
Mike White | Finance Director | Leadership |
John Payne | Key Client Director | Leadership |
Ben Brinkley-Everard | Director, Private Clients | Leadership |
Austin Brydon | Associate Director | Leadership |
Jessica Jones | Associate Director | Leadership |
Claire Cross | Head, Finance | Leadership |
Georgia Brett | Team Leader | Team |
Ruth Blyth | Client Support | Team |
Clare Mayhew | Senior Healthcare & Protection Consultant | Team |
Mel Veness | Client Support | Team |
Heather Doggett | Investment Support | Team |
Jack Hardy | Financial Planner Support | Team |
Jennifer Riches | Business Intelligence Manager | Team |
61 more people are available in the full profile.
Complete people profiles for Becketts
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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- Team structure
- Board tenure
- Professional contacts
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Timeline of Becketts
3 dated milestones of Becketts across 38 years, from founding to its latest funding, stage changes and deals.
- Founded Becketts is founded.
- Funding First funding round.
- Funding Latest funding round, Unspecified,.
Competitors of Becketts
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| investec.com | 1974 | London, United Kingdom | 9,444 | Global banking, investment, and wealth management services are offered worldwide. | ||
| aviva.com | 1696 | London, United Kingdom | 27,873 | Insurance and asset management services are offered in multiple regions. | ||
| schroders.com | 1804 | London, United Kingdom | 249 | Investment management and wealth management services are provided to clients. |
Detailed competitors of Becketts
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Web traffic of Becketts
Websites that share an audience with Becketts (beckettinvest.com).
Websites whose visitors overlap most with Becketts. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
login.live.com | login.live.com | 100% | – | ||
| fidelius.co.uk | 100% | 3.2K | #3,554,843 | View details | |
| beckettsfs.co.uk | 94% | #3,995,143 | View details | ||
gsquare.co.uk | gsquare.co.uk | 90% | #6,602,129 | – | |
| societyoflaterlifeadvisers.co.uk | 90% | #3,116,927 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 6 similar websites and full traffic analytics for Becketts
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- 6 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as Becketts (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Becketts
Complete news archive for Becketts
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Frequently Asked Questions about Becketts
Becketts was founded in 1988 and raised its 1st funding round 33 years after it was founded.
Becketts is headquartered in Bury St Edmunds, United Kingdom. It is registered at Bury St Edmunds, Suffolk, United Kingdom.
Annual revenue of Becketts is $12.9M as on Mar 31, 2023.
Becketts was established in 1988 as a diversified investment management firm based in Bury St Edmunds, United Kingdom. Operations focus on managing investments across multiple asset classes for institutional and private clients. Services include portfolio management, advisory, and risk assessment, with emphasis on long-term strategies. The firm operates primarily in the UK financial sector, adhering to regulatory standards.
Becketts offers Financial Advice, Employee Benefits, and Investment Management.
Becketts has 2 investors. Key investors include Foresight Group, and WestBridge.
Becketts operates through Beckett Financial Services Limited.